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- Title
The Use of Insurance Products in Required Minimum Distributions Planning.
- Authors
Parrish, Steve
- Abstract
The interplay between retirement and estate planning is often focused on managing the required minimum distributions (RMDs) that come from qualified funds. Sometimes the forest can be lost for the trees, and the client only worries about the tax ramifications of RMDs. Advisors can help clients refocus on their long-term goals and aspirations. How can the client accomplish the personal and financial goals of the family? Can RMDs be used as a funding source to accomplish these goals? Insurance products, specifically life, annuity, and long-term care products, can help fulfill and fund these client needs.
- Subjects
RETIREMENT planning; ESTATE planning; FINANCIAL planner-client relationships; FINANCIAL planning; FINANCIAL planners; ANNUITIES
- Publication
Journal of Financial Service Professionals, 2015, Vol 69, Issue 4, p41
- ISSN
1537-1816
- Publication type
Article